Filed November 6, 2009 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
CORNERSTONE ADVISORS ASSET MGMT2+ years Filed as: CORNERSTONE Service code 28 ONE WEST NORTHWEST HIGHWAY · PALATINE, IL 60067 | Investment Management | $237,796 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS TRUMBULL PROPERTY FUND Service code 28 10 STATE STREE HOUSE SQUARE · HARTFORD, CT 06103 | Investment Management | $141,119 |
Filed as: BARINGS Service code 28 340 MADISON AVENUE · NEW YORK, NY 10173 | Investment Management | $82,012 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 13 · EIN 41-1592157 | Contract Administrator | $47,150 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $111,575-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.4%-8.4pp | 0.0%0pp |
| Annual return | 8.60% | 13.53%-4.9pp | 18.87%-10.3pp | 9.19%-0.6pp |
| Employer contribution / active EE | $9,996 | $18,999-47.4% | $19,828-49.6% | $12,608-20.7% |
| Participant deferral / active EE | $0 | $0 | $68-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $262-100.0% | $2,655,710-100.0% |